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Richard Douglas Walker

Robert M Walker & Associates

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About Richard Douglas Walker

Richard Douglas Walker is a registered Investment Advisor Representative in Kentucky. Richard Walker is associated with Robert M Walker & Associates. Richard has been in the industry since November 1998. Richard has been registered with the state of Kentucky since May 1999. Richard has passed the Series 65 - Uniform Investment Adviser Law Examination.

Firm Information

Richard Walker is currently registered with Robert M Walker & Associates. Robert M Walker & Associates is an investment advisory firm with 2 investment adviser representatives. The firm manages approximately $9,088,443 in regulatory assets under management for 12 accounts. The firm provides portfolio management for individuals and publishes periodicals. The firm serves 7 individuals other than high-net-worth clients.

$9.09M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Walker’s Registration & Firm History

KY

02/07/2024 - Present

Robert M Walker & Associates (TAYLORSVILLE KY)

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Licenses & Designations

IA

Issued 05/04/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Douglas Walker.
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